ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 811 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 6.64 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $228,000 | +6.5% | 1,198 | +4.4% | 0.15% | +10.5% |
| Q4 2017 | $214,000 | +2.9% | 1,147 | -1.1% | 0.13% | -3.6% |
| Q3 2017 | $208,000 | +8.3% | 1,160 | +1.6% | 0.14% | +5.3% |
| Q2 2017 | $192,000 | +4.3% | 1,142 | +0.1% | 0.13% | -2.2% |
| Q1 2017 | $184,000 | +7.6% | 1,141 | +2.3% | 0.13% | -6.3% |
| Q4 2016 | $171,000 | 0.0% | 1,115 | -3.2% | 0.14% | +10.0% |
| Q3 2016 | $171,000 | +7.5% | 1,152 | -1.1% | 0.13% | -0.8% |
| Q2 2016 | $159,000 | -6.5% | 1,165 | -9.6% | 0.13% | -17.6% |
| Q1 2016 | $170,000 | -10.5% | 1,289 | -5.6% | 0.16% | -12.2% |
| Q4 2015 | $190,000 | – | 1,366 | – | 0.18% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 77,090 | $16,514,219,000 | 14.90% |
| Noven Financial Group, Inc. | 124,424 | $26,654,000 | 12.32% |
| Rinet Co LLC | 161,807 | $34,662,000 | 9.50% |
| Cohen Klingenstein LLC | 662,705 | $141,965,000 | 8.25% |
| FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 13,500 | $2,891,000 | 7.15% |
| Hillcrest Wealth Advisors - NY, LLC | 33,110 | $7,093,000 | 5.90% |
| Corundum Group, Inc. | 26,183 | $5,609,000 | 5.89% |
| Crestone Asset Management LLC | 80,784 | $17,306,000 | 5.86% |
| JOYN Advisors, Inc. | 116,192 | $24,891,000 | 5.33% |
| Powell Investment Advisors, LLC | 22,356 | $4,789,000 | 4.99% |